Templates

Nine templates covering the full SDLC, organised into two folders. Edit any template to match your team's conventions — the agent uses whatever structure you define.

These templates are yours to change.

Open any file in templates/issues/ or templates/other/ and adjust the sections, headings, or acceptance criteria format to match your team's standards. The agent reads whichever version is on disk — no config required.

What the agent reads when building each artefact

BRD — your raw request only. No codebase check — written before code exists.
PDcoderepo/ + context/modules.md + linked BRDs and TIPs. Full artefact verification.
TIP — linked BRD + coderepo/ + context/modules.md. Full artefact verification including data model.
TC — linked BRD (FRs and ACs) + coderepo/ + context/modules.md. Full artefact verification.
BRcoderepo/ + context/modules.md. Verifies the behaviour is a genuine bug, not expected functionality.
CRcoderepo/ + context/modules.md + linked BRDs. Verifies feasibility and checks for conflicts.
AI — linked BRD + coderepo/. Full artefact verification including integration and data model.
DIA — linked CR or BRD + coderepo/. Verifies flows and states match the real codebase.
Retrospective BRD update — existing BRD + linked TIP/PD + coderepo/. Full feasibility and logic review.

Full artefact verification covers: names, technical feasibility, logic consistency, data model, roles and permissions, gaps and edge cases, and UX challenges.

Issues

templates/issues/

Bug reports, change requests, and AI feature specs. Saved to artefacts/issues/.

BR — Bug Report

templates/issues/BR.md
Bug Report TitleProblem and ContextHow to ReproduceChecklistInstances TestedMedia / JAM Links
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## Bug Report Title

## Problem and Context
(description of the end users issue, significance, and background)

## How to Reproduce
(including instance, URL, roles tested, specific data point if any)

## Checklist
- [ ] Item to fix 1
- [ ] Item to fix 2
- [ ] Item to fix 3

## Instances Tested
- [ ] Development
- [ ] Staging
- [ ] Demo
- [ ] Production

## Media (Including JAM.dev or video links if any)

CR — Change Request

templates/issues/CR.md
Feature TitleSummaryProblem & ContextUser StoryIn Scope ChecklistOut of ScopeDesign & MediaAcceptance CriteriaTechnical NotesFinal Working Loom URLSource Request URL
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## Feature Title
<a suitable, compact feature title that captures the essence of the change request>

## Summary
Clear explanation of why this is important to build and what value it brings.

## Problem & Context
<description of the users pain points and how this solution will help>

## User Story
As a [user], I want this [functionality] so that I can achieve this [benefit].

## In Scope Checklist
- [ ] Item 1
- [ ] Item 2

## Out of Scope
(placeholder)

## Acceptance Criteria (QA Team)
(placeholder)

## Technical Notes (Dev Team)
(placeholder)

## Source Request URL (e.g. ClickUp, Slack, Email)
(placeholder)

AI — AI Feature Issue

templates/issues/AI.md
AI Feature TitleSummaryProblem & ContextUser StoryIn Scope ChecklistInput DataPrompt(s)Models & FallbackExecution SettingsGrounding DataDesign & MediaIntegration PlanAcceptance Criteria
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# AI Feature Title

## Summary
What the AI feature does and the value it delivers.

## Problem & Context
What the user is currently doing manually, and why AI is the right solution.

## User Story
As a [user], I want [AI capability] so that [benefit].

## Input Data
What data the model receives as context (fields, records, history).

## Prompt(s)
```
System: {system prompt}
User: {user prompt template}
```

## Models & Fallback
Primary: {model}  |  Fallback: {model}

## Acceptance Criteria
- AC-01: {Observable, testable AI output outcome}

Other

templates/other/

Requirements, plans, documentation, and test cases. Saved to artefacts/other/ (BRD → requirements/, PD → product-docs/, TIP → implementation/, TC → test-suites/, DIA → diagrams/).

BRD — Business Requirements Document

templates/other/BRD.md
SummaryProblem & ObjectivesUser StoriesFunctional Requirements (FR-xx)Acceptance Criteria (AC-xx)Non-Functional RequirementsScopeAssumptions & Open Items
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# Business Requirements Document (BRD)

> **Status:** DRAFT | IN REVIEW | APPROVED
> **Artefact ID:** `{YYYY-MM-DD}-{feature-slug}-BRD`
> **Feature:** {Feature Title}
> **Author:** Claude (AI) — **Verified by:** {Name / Role}

---

## 1. Summary
{2–3 sentences: what it does, why it exists, value delivered.}

---

## 2. Problem & Objectives

| #      | Objective | Success Indicator |
|--------|-----------|-------------------|
| OBJ-01 |           |                   |

---

## 3. User Stories
- **US-01:** As a {role}, I want to {action} so that {benefit}.

---

## 4. Functional Requirements

### FR-01: {Title}
**Description:** {What the system must do.}
**Triggered by:** {User action or event}

**Acceptance Criteria:**
- AC-01-01: {Observable, testable outcome}

PRD — Product Requirements Document

templates/other/PRD.md
Product OverviewProblem StatementGoals & Success MetricsStakeholders & PersonasFeature Specifications (per BRD)Non-Functional RequirementsRelease PlanDependenciesLinked ArtefactsGlossary AppendixRevision History
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# Product Requirements Document (PRD)

> **Status:** DRAFT | IN REVIEW | APPROVED
> **Product:** {Product Name}
> **Version:** {e.g. v1.0}
> **Author:** Claude (AI) — **Verified by:** {Product Owner}

---

## 1. Product Overview
{2–3 sentences: what the product does and who it's for.}

---

## 2. Problem Statement
{The core problem this product solves.}

---

## 3. Goals & Success Metrics

| Goal | Metric | Target |
|------|--------|--------|
|      |        |        |

---

## 4. Stakeholders & Personas

| Role | Name | Responsibility |
|------|------|----------------|
|      |      |                |

PD — Product Documentation

templates/other/PD.md
Module OverviewKey Concepts & TerminologyUser Roles & PermissionsFeature WalkthroughBusiness RulesKnown LimitationsLinked ArtefactsRevision History
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# Product Documentation (PD)

> **Status:** DRAFT | IN REVIEW | APPROVED
> **Artefact ID:** `{YYYY-MM-DD}-{product-slug}-PD`
> **Product:** {Product / Module Name}
> **Author:** Claude (AI) — **Verified by:** {Tech Lead / Product Owner}

---

## 1. Module Overview
{What this module does, who uses it, and where it fits in the product.}

---

## 2. User Roles & Permissions

| Role  | Can do                        | Cannot do          |
|-------|-------------------------------|--------------------|
| Admin | Full access                   | —                  |
| User  | {specific actions}            | {restricted areas} |

---

## 3. Feature Walkthrough
{Step-by-step description of the key flows, verified against the codebase.}

---

## 4. Business Rules
- BR-01: {Observable rule the system enforces}
- BR-02:

TIP — Technical Implementation Plan

templates/other/TIP.md
Summary & Effort EstimateImplementation Tasks by LayerAPI ContractsData Model ChangesRisks & Open QuestionsTesting Notes
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# Technical Implementation Plan (TIP)

> **Status:** DRAFT | IN REVIEW | APPROVED
> **Linked BRD:** [{BRD filename}](../requirements/{BRD-filename}.md)
> **Effort:** S (<1 day) / M (1–3 days) / L (3–7 days) / XL (>7 days)

---

## 1. Implementation Tasks

### Backend
| #     | Task | FR(s) | Effort |
|-------|------|-------|--------|
| BE-01 |      |       |        |

### API
| #      | Task                     | FR(s) | Effort |
|--------|--------------------------|-------|--------|
| API-01 | {Endpoint to add/modify} |       |        |

### Frontend
| #     | Task                           | FR(s) | Effort |
|-------|--------------------------------|-------|--------|
| FE-01 | {Component/page to add/modify} |       |        |

---

## 2. API Contracts

### `{METHOD} /api/{endpoint}`
**Auth:** JWT — min role: {Role}

```json
{ "field_name": "string" }
```

---

## 3. Data Model Changes

| Column    | Type    | Nullable | Default |
|-----------|---------|----------|---------|
| id        | UUID    | No       | gen_random_uuid() |
| {field}   | VARCHAR | No       | —       |

TC — Test Case

templates/other/TC.md
Metadata (ID, module, FR/AC, priority, type)PreconditionsStep / Action / Input / Expected Result tablePostconditionsExecution log
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# Test Case: {MODULE}_TC{NN}_{Short_Name}

> **Status:** DRAFT | READY | PASS | FAIL | BLOCKED
> **Priority:** High / Medium / Low
> **Type:** Happy Path / Negative / Role-Based / Edge Case
> **Linked BRD:** [{BRD filename}](../../requirements/{BRD-filename}.md)
> **FR/AC:** FR-{xx}, AC-{xx}-{xx}

---

## Preconditions
- Tester is logged in as **{Role}** on **{environment}**
- {Any required data or system state}

---

## Test Steps

| Step | Action                              | Input Data    | Expected Result      |
|------|-------------------------------------|---------------|----------------------|
| 1    | {Click / Navigate / Enter / Select} | {Exact value} | {Observable outcome} |
| 2    |                                     |               |                      |

---

## Postconditions
- {What must be true in the system after the test passes}

---

## Execution

| Field       | Value                       |
|-------------|-----------------------------|
| Executed by |                             |
| Environment | Staging / Demo / Production |
| Result      | PASS / FAIL / BLOCKED       |

DIA — Diagram

templates/other/DIA.md
Diagram TitlePurpose & ScopeLinked ArtefactDiagram TypeMermaid SourceKey NotesRevision History
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# Diagram: {Title}

> **Status:** DRAFT | APPROVED
> **Type:** Sequence / Flowchart / ER / State
> **Linked Artefact:** [{CR or BRD filename}](../requirements/{filename}.md)

---

## Purpose & Scope
{What this diagram shows and why it exists.}

---

## Diagram

```mermaid
sequenceDiagram
  actor User
  participant API
  participant DB

  User->>API: POST /api/{endpoint}
  API->>DB: INSERT INTO {table}
  DB-->>API: {id}
  API-->>User: 201 Created
```

---

## Key Notes
- {Anything a developer or BA should know about this flow}
Baxter The Agentic BA

Ready to work with Baxter?

Open source and free. Drop the harness into any project, open it in Claude Code, Cursor, or GitHub Copilot, and paste your first raw request.